401k Plan data: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST plan

J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 401k Plan overview

Plan Name	J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST
Plan identification number	001

J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J.L. STOREDAHL & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.L. STOREDAHL & SONS, INC.

Employer identification number (EIN): 910851541

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIMBALL STOREDAHL
001 2017-01-01
001 2016-01-01 KIMBALL STOREDAHL
001 2015-01-01 KIMBALL STOREDAHL
001 2014-01-01 KIMBALL STOREDAHL
001 2013-01-01 KIMBALL STOREDAHL 2014-10-10
001 2012-01-01 KIMBALL STOREDAHL 2013-10-11
001 2011-01-01 KIMBALL STOREDAHL 2012-10-11
001 2010-01-01 KIMBALL STOREDAHL 2011-10-07

Plan Statistics for J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST

401k plan membership statisitcs for J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST

Measure Date Value
2022: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 119
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 132
Total participants 2022-01-01 132
Number of participants with account balances 2022-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 96
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 99
Total participants 2021-01-01 99
Number of participants with account balances 2021-01-01 59
2020: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 158
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 168
Total participants 2020-01-01 168
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 157
Number of retired or separated participants receiving benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 169
Total participants 2019-01-01 169
Number of participants with account balances 2019-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 144
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 161
Total participants 2018-01-01 161
Number of participants with account balances 2018-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 133
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 154
Number of participants with account balances 2017-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 151
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 164
Number of participants with account balances 2016-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 128
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 16
Total of all active and inactive participants 2015-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 144
Number of participants with account balances 2015-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
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 15
Total of all active and inactive participants 2014-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 116
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9

Measure	Date	Value
2022: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	119
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	132
Total participants	2022-01-01	132
Number of participants with account balances	2022-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	96
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	99
Total participants	2021-01-01	99
Number of participants with account balances	2021-01-01	59
2020: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	158
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	168
Total participants	2020-01-01	168
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	157
Number of retired or separated participants receiving benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	169
Total participants	2019-01-01	169
Number of participants with account balances	2019-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	144
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	161
Total participants	2018-01-01	161
Number of participants with account balances	2018-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	133
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	154
Number of participants with account balances	2017-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	151
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	164
Number of participants with account balances	2016-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	128
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	16
Total of all active and inactive participants	2015-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	144
Number of participants with account balances	2015-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
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	15
Total of all active and inactive participants	2014-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	116
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9

Financial Data on J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST

Measure	Date	Value
2022 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$169
Total income from all sources (including contributions)	2022-12-31	$-516,178
Total of all expenses incurred	2022-12-31	$433,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$433,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$341,760
Value of total assets at end of year	2022-12-31	$3,369,833
Value of total assets at beginning of year	2022-12-31	$4,319,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$255,269
Participant contributions at end of year	2022-12-31	$4,588
Participant contributions at beginning of year	2022-12-31	$5,993
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$39,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-949,739
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,369,664
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,319,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,520,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,203,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$844,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,110,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-857,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$46,603
Employer contributions (assets) at beginning of year	2022-12-31	$212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$433,561
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VISSE & COMPANY, CPA
Accountancy firm EIN	2022-12-31	542088418
2021 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$280
Total income from all sources (including contributions)	2021-12-31	$887,439
Total of all expenses incurred	2021-12-31	$247,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$233,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$283,735
Value of total assets at end of year	2021-12-31	$4,319,572
Value of total assets at beginning of year	2021-12-31	$3,679,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$2,700
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$238,426
Participant contributions at end of year	2021-12-31	$5,993
Participant contributions at beginning of year	2021-12-31	$6,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$640,215
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,319,403
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,679,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,203,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,569,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,110,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,103,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$603,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$45,309
Employer contributions (assets) at end of year	2021-12-31	$212
Employer contributions (assets) at beginning of year	2021-12-31	$413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$233,159
Contract administrator fees	2021-12-31	$11,365
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	VISSE & COMPANY, CPA
Accountancy firm EIN	2021-12-31	542088418
2020 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$453
Total income from all sources (including contributions)	2020-12-31	$668,873
Total of all expenses incurred	2020-12-31	$274,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$260,645
Value of total corrective distributions	2020-12-31	$1,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$269,530
Value of total assets at end of year	2020-12-31	$3,679,468
Value of total assets at beginning of year	2020-12-31	$3,285,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$3,101
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$400,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$205,203
Participant contributions at end of year	2020-12-31	$6,399
Participant contributions at beginning of year	2020-12-31	$5,780
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$393,878
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,679,188
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,285,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,672,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,279,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$399,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$47,007
Employer contributions (assets) at end of year	2020-12-31	$413
Employer contributions (assets) at beginning of year	2020-12-31	$106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$260,645
Contract administrator fees	2020-12-31	$9,345
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	VISSE & COMPANY, CPAS
Accountancy firm EIN	2020-12-31	542088418
2019 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$453
Total income from all sources (including contributions)	2019-12-31	$754,109
Total income from all sources (including contributions)	2019-12-31	$754,109
Total of all expenses incurred	2019-12-31	$138,028
Total of all expenses incurred	2019-12-31	$138,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,056
Value of total corrective distributions	2019-12-31	$7,304
Value of total corrective distributions	2019-12-31	$7,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$245,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$245,607
Value of total assets at end of year	2019-12-31	$3,285,763
Value of total assets at end of year	2019-12-31	$3,285,763
Value of total assets at beginning of year	2019-12-31	$2,669,229
Value of total assets at beginning of year	2019-12-31	$2,669,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$2,668
Administrative expenses professional fees incurred	2019-12-31	$2,668
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$203,124
Participant contributions at end of year	2019-12-31	$5,780
Participant contributions at end of year	2019-12-31	$5,780
Participant contributions at beginning of year	2019-12-31	$8,046
Participant contributions at beginning of year	2019-12-31	$8,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$616,081
Value of net income/loss	2019-12-31	$616,081
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,285,310
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,285,310
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,669,229
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,669,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,279,877
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,279,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,660,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,660,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$508,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$508,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$42,483
Contributions received in cash from employer	2019-12-31	$42,483
Employer contributions (assets) at end of year	2019-12-31	$106
Employer contributions (assets) at end of year	2019-12-31	$106
Employer contributions (assets) at beginning of year	2019-12-31	$1,147
Employer contributions (assets) at beginning of year	2019-12-31	$1,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,056
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VISSE & COMPANY, CPAS
Accountancy firm name	2019-12-31	VISSE & COMPANY, CPAS
Accountancy firm EIN	2019-12-31	542088418
Accountancy firm EIN	2019-12-31	542088418
2018 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$152,006
Total of all expenses incurred	2018-12-31	$545,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$540,737
Value of total corrective distributions	2018-12-31	$4,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$229,631
Value of total assets at end of year	2018-12-31	$2,669,229
Value of total assets at beginning of year	2018-12-31	$3,062,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$188,817
Participant contributions at end of year	2018-12-31	$8,046
Participant contributions at beginning of year	2018-12-31	$6,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-393,104
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,669,229
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,062,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,660,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,053,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-77,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$40,814
Employer contributions (assets) at end of year	2018-12-31	$1,147
Employer contributions (assets) at beginning of year	2018-12-31	$1,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$540,737
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VISSE & COMPANY, CPAS
Accountancy firm EIN	2018-12-31	542088418
2017 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$522,896
Total of all expenses incurred	2017-12-31	$104,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$104,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$225,249
Value of total assets at end of year	2017-12-31	$3,062,333
Value of total assets at beginning of year	2017-12-31	$2,643,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$175,858
Participant contributions at end of year	2017-12-31	$6,800
Participant contributions at beginning of year	2017-12-31	$4,575
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$418,701
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,062,333
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,643,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,053,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,638,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$297,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$41,210
Employer contributions (assets) at end of year	2017-12-31	$1,659
Employer contributions (assets) at beginning of year	2017-12-31	$910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$104,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VISSE & COMPANY, CPAS
Accountancy firm EIN	2017-12-31	542088418
2016 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$322,877
Total of all expenses incurred	2016-12-31	$181,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$160,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$194,888
Value of total assets at end of year	2016-12-31	$2,643,632
Value of total assets at beginning of year	2016-12-31	$2,501,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$9,761
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$30,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$154,133
Participant contributions at end of year	2016-12-31	$4,575
Participant contributions at beginning of year	2016-12-31	$4,628
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$141,738
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,643,632
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,501,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,214
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,638,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,496,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$127,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$39,076
Employer contributions (assets) at end of year	2016-12-31	$910
Employer contributions (assets) at beginning of year	2016-12-31	$487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$160,336
Contract administrator fees	2016-12-31	$5,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VISSE & COMPANY, CPAS
Accountancy firm EIN	2016-12-31	542088418
2015 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$236,371
Total of all expenses incurred	2015-12-31	$217,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$196,460
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$173,709
Value of total assets at end of year	2015-12-31	$2,501,894
Value of total assets at beginning of year	2015-12-31	$2,482,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,906
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$10,136
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$140,164
Participant contributions at end of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$4,628
Participant contributions at beginning of year	2015-12-31	$3,402
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$19,005
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,501,894
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,482,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,095
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,496,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,479,162
Interest on participant loans	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$62,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$33,545
Employer contributions (assets) at end of year	2015-12-31	$487
Employer contributions (assets) at beginning of year	2015-12-31	$325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$196,460
Contract administrator fees	2015-12-31	$5,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VISSE & COMPANY CPAS
Accountancy firm EIN	2015-12-31	542088418
2014 : J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$469,431
Total of all expenses incurred	2014-12-31	$174,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$143,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$162,452
Value of total assets at end of year	2014-12-31	$2,482,889
Value of total assets at beginning of year	2014-12-31	$2,188,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$31,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$10,480
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$132,228
Participant contributions at end of year	2014-12-31	$3,402
Participant contributions at beginning of year	2014-12-31	$2,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$294,883
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,482,889
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,188,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$13,318
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,479,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,184,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$306,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$30,224
Employer contributions (assets) at end of year	2014-12-31	$325
Employer contributions (assets) at beginning of year	2014-12-31	$384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$143,439
Contract administrator fees	2014-12-31	$7,311
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VISSE & COMPANY CPAS
Accountancy firm EIN	2014-12-31	542088418

Form 5500 Responses for J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST

2022: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J.L. STOREDAHL & SONS, INC. 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

15800111

Policy instance

Insurance contract or identification number	15800111
Total amount of commissions paid to insurance broker	USD $6,915
Total amount of fees paid to insurance company	USD $10,305
Amount paid for insurance broker fees	10305
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $6,915

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

158-00111

Policy instance

Insurance contract or identification number	158-00111
Total amount of commissions paid to insurance broker	USD $8,037
Total amount of fees paid to insurance company	USD $2,009
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,037
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

158-00111

Policy instance

Insurance contract or identification number	158-00111
Number of Individuals Covered	65
Total amount of commissions paid to insurance broker	USD $6,759
Total amount of fees paid to insurance company	USD $1,690
Commission paid to Insurance Broker	USD $6,759
Amount paid for insurance broker fees	1690
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

158-00111

Policy instance

Insurance contract or identification number	158-00111
Total amount of commissions paid to insurance broker	USD $6,020
Total amount of fees paid to insurance company	USD $1,505
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,020
Amount paid for insurance broker fees	1505
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

158-00111

Policy instance

Insurance contract or identification number	158-00111
Total amount of commissions paid to insurance broker	USD $5,566
Total amount of fees paid to insurance company	USD $1,391
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $5,566
Amount paid for insurance broker fees	1391
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

Policy instance

Number of Individuals Covered	64
Total amount of commissions paid to insurance broker	USD $5,708
Total amount of fees paid to insurance company	USD $1,427
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $5,708
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL, LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

Policy instance

Number of Individuals Covered	59
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,938
Total amount of fees paid to insurance company	USD $1,235
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL, LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

Policy instance

Number of Individuals Covered	61
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $10,305
Total amount of fees paid to insurance company	USD $2,576
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,305
Amount paid for insurance broker fees	2576
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL, LLC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	J.L. STOREDAHL & SONS, INC.
Employer identification number (EIN):	910851541
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local