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JAMES FARRELL & CO. 401(K) PLAN 401k Plan overview

Plan NameJAMES FARRELL & CO. 401(K) PLAN
Plan identification number 001

JAMES FARRELL & CO. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JAMES FARRELL & CO. has sponsored the creation of one or more 401k plans.

Company Name:JAMES FARRELL & CO.
Employer identification number (EIN):911648229
NAIC Classification:424500

Additional information about JAMES FARRELL & CO.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1994-06-30
Company Identification Number: 601556506
Legal Registered Office Address: 13810 SE EASTGATE WAY STE 520

BELLEVUE
United States of America (USA)
980054467

More information about JAMES FARRELL & CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES FARRELL & CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KATHY SADETTANH2023-10-04 KATHY SADETTANH2023-10-04
0012021-01-01KATHY SADETTANH2022-07-14 KATHY SADETTANH2022-07-14
0012020-01-01KATHY SADETTANH2021-07-22 KATHY SADETTANH2021-07-22
0012019-01-01KATHY SADETTANH2020-08-26 KATHY SADETTANH2020-08-26
0012018-01-01MIKE ANDERSON2019-07-12 MIKE ANDERSON2019-07-12
0012017-01-01MIKE ANDERSON2018-08-27
0012016-01-01MIKE ANDERSON2017-08-07 MIKE ANDERSON2017-08-07
0012015-01-01MIKE ANDERSON2016-06-23 MIKE ANDERSON2016-06-23
0012014-01-01MIKE ANDERSON2015-08-28
0012013-01-01MIKE ANDERSON2014-09-15 MIKE ANDERSON2014-09-15
0012012-01-01MIKE ANDERSON2013-10-14
0012011-01-01MIKE ANDERSON
0012009-01-01MIKE ANDERSON
0012009-01-01ANA BOWMAN

Plan Statistics for JAMES FARRELL & CO. 401(K) PLAN

401k plan membership statisitcs for JAMES FARRELL & CO. 401(K) PLAN

Measure Date Value
2011: JAMES FARRELL & CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0167
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0172
Number of participants with account balances2011-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: JAMES FARRELL & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on JAMES FARRELL & CO. 401(K) PLAN

Measure Date Value
2011 : JAMES FARRELL & CO. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$354,841
Expenses. Total of all expenses incurred2011-12-31$10,144
Benefits paid (including direct rollovers)2011-12-31$10,144
Total plan assets at end of year2011-12-31$3,610,074
Total plan assets at beginning of year2011-12-31$3,265,377
Value of fidelity bond covering the plan2011-12-31$361,007
Total contributions received or receivable from participants2011-12-31$252,245
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-96,415
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$344,697
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,610,074
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,265,377
Assets. Value of participant loans2011-12-31$50,389
Total contributions received or receivable from employer(s)2011-12-31$199,011
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : JAMES FARRELL & CO. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$580,136
Expenses. Total of all expenses incurred2010-12-31$86,698
Benefits paid (including direct rollovers)2010-12-31$86,698
Total plan assets at end of year2010-12-31$3,043,570
Total plan assets at beginning of year2010-12-31$2,550,132
Value of fidelity bond covering the plan2010-12-31$130,000
Total contributions received or receivable from participants2010-12-31$159,365
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$273,924
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$493,438
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,043,570
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,550,132
Assets. Value of participant loans2010-12-31$23,825
Total contributions received or receivable from employer(s)2010-12-31$146,847
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES FARRELL & CO. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES FARRELL & CO. 401(K) PLAN

2011: JAMES FARRELL & CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES FARRELL & CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25123
Policy instance 1
Insurance contract or identification number25123
Number of Individuals Covered70
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,648
Total amount of fees paid to insurance companyUSD $79
Are there contracts with allocated funds for individual policies?Yes
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25123
Policy instance 1
Insurance contract or identification number25123
Number of Individuals Covered59
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,918
Total amount of fees paid to insurance companyUSD $5
Are there contracts with allocated funds for individual policies?Yes
Contracts With Unallocated Funds Deposit Administration1

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