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J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameJ.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN
Plan identification number 001

J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JM EQUIPMENT CO has sponsored the creation of one or more 401k plans.

Company Name:JM EQUIPMENT CO
Employer identification number (EIN):940693960
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VINCENT VICTORINE
0012016-01-01VINCENT VICTORINE
0012015-01-01VINCENT VICTORINE
0012014-01-01VINCENT VICTORINE
0012013-01-01VINCENT VICTORINE
0012012-01-01VINCENT VICTORINE
0012011-01-01VINCENT VICTORINE
0012010-01-01VINCENT VICTORINE
0012009-01-01VINCENT VICTORINE

Plan Statistics for J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01223
Number of participants with account balances2022-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01231
Number of participants with account balances2021-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01244
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01230
Number of participants with account balances2020-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01240
Number of participants with account balances2019-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01283
Total participants2018-01-01283
Number of participants with account balances2018-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01251
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01283
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01233
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01250
Number of participants with account balances2016-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01229
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01232
Number of participants with account balances2015-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01230
Number of participants with account balances2014-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01223
Total participants2013-01-01223
Number of participants with account balances2013-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01190
Total participants2012-01-01190
Number of participants with account balances2012-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01196
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01205
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01195
Number of participants with account balances2010-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01201
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,916,516
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,713,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,619,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$984,568
Value of total assets at end of year2022-12-31$15,000,587
Value of total assets at beginning of year2022-12-31$19,630,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$93,253
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,675
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$783,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,629,705
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,000,587
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,630,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$437,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$584,253
Value of interest in common/collective trusts at end of year2022-12-31$14,563,015
Value of interest in common/collective trusts at beginning of year2022-12-31$19,046,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-101,685
Net investment gain or loss from common/collective trusts2022-12-31$-2,806,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$200,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,619,936
Contract administrator fees2022-12-31$49,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRIEST AMISTADI
Accountancy firm EIN2022-12-31942507389
2021 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,110,585
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,995,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,872,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$977,898
Value of total assets at end of year2021-12-31$19,630,292
Value of total assets at beginning of year2021-12-31$18,515,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$123,559
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,363
Administrative expenses professional fees incurred2021-12-31$9,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$816,506
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,114,778
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,630,292
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,515,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$584,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,393,014
Value of interest in common/collective trusts at end of year2021-12-31$19,046,039
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,399
Net investment gain or loss from common/collective trusts2021-12-31$2,088,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$88,911
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,872,248
Contract administrator fees2021-12-31$51,665
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRIEST AMISTADI
Accountancy firm EIN2021-12-31942507389
2020 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,804,240
Total of all expenses incurred2020-12-31$571,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$474,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,029,876
Value of total assets at end of year2020-12-31$18,515,514
Value of total assets at beginning of year2020-12-31$16,282,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,689
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,380
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$807,550
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,930
Other income not declared elsewhere2020-12-31$926
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,232,548
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,515,514
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,282,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,393,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,160,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,758,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$203,396
Employer contributions (assets) at end of year2020-12-31$122,500
Employer contributions (assets) at beginning of year2020-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$474,003
Contract administrator fees2020-12-31$97,689
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRIEST AMISTADI
Accountancy firm EIN2020-12-31942507389
2019 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,766,398
Total of all expenses incurred2019-12-31$953,054
Total of all expenses incurred2019-12-31$953,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$867,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$867,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,007,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,007,131
Value of total assets at end of year2019-12-31$16,282,966
Value of total assets at end of year2019-12-31$16,282,966
Value of total assets at beginning of year2019-12-31$13,469,622
Value of total assets at beginning of year2019-12-31$13,469,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,462
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,702
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,702
Administrative expenses professional fees incurred2019-12-31$85,462
Administrative expenses professional fees incurred2019-12-31$85,462
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$800,063
Contributions received from participants2019-12-31$800,063
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,319
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,319
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$23,446
Total non interest bearing cash at beginning of year2019-12-31$23,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,813,344
Value of net income/loss2019-12-31$2,813,344
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,282,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,469,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,469,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,160,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,160,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,323,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,323,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,741,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,741,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$202,749
Contributions received in cash from employer2019-12-31$202,749
Employer contributions (assets) at end of year2019-12-31$122,500
Employer contributions (assets) at end of year2019-12-31$122,500
Employer contributions (assets) at beginning of year2019-12-31$122,500
Employer contributions (assets) at beginning of year2019-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$867,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$867,592
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARK ANDERSON, CPA
Accountancy firm name2019-12-31MARK ANDERSON, CPA
Accountancy firm EIN2019-12-31461376748
Accountancy firm EIN2019-12-31461376748
2018 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$245,590
Total of all expenses incurred2018-12-31$1,378,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,307,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,062,957
Value of total assets at end of year2018-12-31$13,469,622
Value of total assets at beginning of year2018-12-31$14,602,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$71,390
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$815,486
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,341
Total non interest bearing cash at end of year2018-12-31$23,446
Total non interest bearing cash at beginning of year2018-12-31$11,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,133,186
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,469,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,602,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,323,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,468,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-817,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$204,130
Employer contributions (assets) at end of year2018-12-31$122,500
Employer contributions (assets) at beginning of year2018-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,307,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARK ANDERSON, CPA
Accountancy firm EIN2018-12-31461376748
2017 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,030,922
Total of all expenses incurred2017-12-31$248,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$146,332
Value of total corrective distributions2017-12-31$284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,062,825
Value of total assets at end of year2017-12-31$14,602,808
Value of total assets at beginning of year2017-12-31$11,820,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$22,146
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$684,766
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$187,082
Other income not declared elsewhere2017-12-31$164
Total non interest bearing cash at end of year2017-12-31$11,746
Total non interest bearing cash at beginning of year2017-12-31$12,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,782,620
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,602,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,820,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,468,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,633,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,967,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$190,977
Employer contributions (assets) at end of year2017-12-31$122,500
Employer contributions (assets) at beginning of year2017-12-31$175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$146,332
Contract administrator fees2017-12-31$79,540
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARK ANDERSON, CPA
Accountancy firm EIN2017-12-31461376748
2016 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,573,425
Total of all expenses incurred2016-12-31$548,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$498,857
Value of total corrective distributions2016-12-31$748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$789,645
Value of total assets at end of year2016-12-31$11,820,188
Value of total assets at beginning of year2016-12-31$10,795,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$13,168
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$555,690
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,385
Total non interest bearing cash at end of year2016-12-31$12,074
Total non interest bearing cash at beginning of year2016-12-31$8,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,024,661
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,820,188
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,795,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,633,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,664,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$783,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$230,570
Employer contributions (assets) at end of year2016-12-31$175,000
Employer contributions (assets) at beginning of year2016-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$498,857
Contract administrator fees2016-12-31$35,991
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARK ANDERSON, CPA
Accountancy firm EIN2016-12-31461376748
2015 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$555,537
Total of all expenses incurred2015-12-31$259,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$238,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$659,420
Value of total assets at end of year2015-12-31$10,795,527
Value of total assets at beginning of year2015-12-31$10,499,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,682
Total interest from all sources2015-12-31$611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,283
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$488,109
Other income not declared elsewhere2015-12-31$1,355
Total non interest bearing cash at end of year2015-12-31$8,699
Total non interest bearing cash at beginning of year2015-12-31$4,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$295,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,795,527
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,499,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,664,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,768,983
Interest earned on other investments2015-12-31$611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$604,232
Net investment gain/loss from pooled separate accounts2015-12-31$-105,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$171,311
Employer contributions (assets) at end of year2015-12-31$122,500
Employer contributions (assets) at beginning of year2015-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$238,312
Contract administrator fees2015-12-31$12,399
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARK ANDERSON, CPA
Accountancy firm EIN2015-12-31461376748
2014 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,182,996
Total of all expenses incurred2014-12-31$775,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$753,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$739,051
Value of total assets at end of year2014-12-31$10,499,984
Value of total assets at beginning of year2014-12-31$10,092,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,502
Total interest from all sources2014-12-31$620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,465
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$451,227
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$120,200
Total non interest bearing cash at end of year2014-12-31$4,269
Total non interest bearing cash at beginning of year2014-12-31$7,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$407,718
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,499,984
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,092,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,768,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,366,524
Interest earned on other investments2014-12-31$620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$604,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$595,762
Net investment gain/loss from pooled separate accounts2014-12-31$443,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$167,624
Employer contributions (assets) at end of year2014-12-31$122,500
Employer contributions (assets) at beginning of year2014-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$753,776
Contract administrator fees2014-12-31$12,037
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRIMBLEBY COLEMAN CPA'S
Accountancy firm EIN2014-12-31770556432
2013 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,819,160
Total of all expenses incurred2013-12-31$981,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$968,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$668,878
Value of total assets at end of year2013-12-31$10,092,266
Value of total assets at beginning of year2013-12-31$9,254,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,714
Total interest from all sources2013-12-31$3,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,503
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$470,951
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,331
Total non interest bearing cash at end of year2013-12-31$7,480
Total non interest bearing cash at beginning of year2013-12-31$8,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$838,046
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,092,266
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,254,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,366,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,981,473
Interest earned on other investments2013-12-31$3,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$595,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,142,087
Net investment gain/loss from pooled separate accounts2013-12-31$1,146,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$169,596
Employer contributions (assets) at end of year2013-12-31$122,500
Employer contributions (assets) at beginning of year2013-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$968,400
Contract administrator fees2013-12-31$4,211
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRIMBLEBY COLEMAN CPA'S
Accountancy firm EIN2013-12-31770556432
2012 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,395,665
Total of all expenses incurred2012-12-31$640,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$627,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$528,750
Value of total assets at end of year2012-12-31$9,254,220
Value of total assets at beginning of year2012-12-31$8,499,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,244
Total interest from all sources2012-12-31$6,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,244
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$362,225
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,802
Total non interest bearing cash at end of year2012-12-31$8,160
Total non interest bearing cash at beginning of year2012-12-31$4,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$754,748
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,254,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,499,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,981,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,158,736
Interest earned on other investments2012-12-31$6,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,142,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,213,333
Net investment gain/loss from pooled separate accounts2012-12-31$860,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$158,723
Employer contributions (assets) at end of year2012-12-31$122,500
Employer contributions (assets) at beginning of year2012-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$627,673
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLMAN & NICKERSON, LLP
Accountancy firm EIN2012-12-31770556432
2011 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$306,106
Total of all expenses incurred2011-12-31$373,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$359,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$514,294
Value of total assets at end of year2011-12-31$8,499,472
Value of total assets at beginning of year2011-12-31$8,567,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,935
Total interest from all sources2011-12-31$7,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,935
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$354,778
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,538
Total non interest bearing cash at end of year2011-12-31$4,903
Total non interest bearing cash at beginning of year2011-12-31$5,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-67,808
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,499,472
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,567,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,158,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,217,172
Interest earned on other investments2011-12-31$7,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,213,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,221,827
Net investment gain/loss from pooled separate accounts2011-12-31$-215,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$157,978
Employer contributions (assets) at end of year2011-12-31$122,500
Employer contributions (assets) at beginning of year2011-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$359,979
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLMAN & NICKERSON, LLP
Accountancy firm EIN2011-12-31770556432
2010 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,308,972
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$888,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$874,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$478,601
Value of total assets at end of year2010-12-31$8,567,280
Value of total assets at beginning of year2010-12-31$8,146,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,255
Total interest from all sources2010-12-31$25,077
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$13,136
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$322,110
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,779
Other income not declared elsewhere2010-12-31$300
Administrative expenses (other) incurred2010-12-31$119
Total non interest bearing cash at end of year2010-12-31$5,781
Total non interest bearing cash at beginning of year2010-12-31$5,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$420,742
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,567,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,146,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,217,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,743,106
Interest earned on other investments2010-12-31$25,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,221,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,275,922
Net investment gain/loss from pooled separate accounts2010-12-31$804,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$154,712
Employer contributions (assets) at end of year2010-12-31$122,500
Employer contributions (assets) at beginning of year2010-12-31$122,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$874,975
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLMAN & NICKERSON, LLP
Accountancy firm EIN2010-12-31770556432
2009 : J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 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 J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN

2022: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 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
2010: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – 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 number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-05-29
Total amount of commissions paid to insurance brokerUSD $11,965
Total amount of fees paid to insurance companyUSD $2,996
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,965
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,604
Total amount of fees paid to insurance companyUSD $28,558
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,604
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees28558
Insurance broker nameOSBORNE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,191
Total amount of fees paid to insurance companyUSD $25,225
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,191
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees25225
Insurance broker nameOSBORNE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered233
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,448
Total amount of fees paid to insurance companyUSD $24,270
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,278
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees24270
Insurance broker nameOSBORNE & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered222
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,675
Total amount of fees paid to insurance companyUSD $17,514
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,340
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees17513
Insurance broker nameFINANCIAL TELESIS INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered196
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,896
Total amount of fees paid to insurance companyUSD $18,423
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,896
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees18423
Insurance broker nameOSBORNE AND ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered202
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,498
Total amount of fees paid to insurance companyUSD $18,181
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51125
Policy instance 1
Insurance contract or identification number51125
Number of Individuals Covered200
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,111
Total amount of fees paid to insurance companyUSD $16,304
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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