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JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

JORGENSEN & SONS, INC. 401(K) RETIREMENT 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.
  • 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

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

Company Name:JORGENSEN & SONS, INC.
Employer identification number (EIN):941477041
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about JORGENSEN & SONS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1960-01-04
Company Identification Number: C0388780
Legal Registered Office Address: 2691 So East Ave

Fresno
United States of America (USA)
93706

More information about JORGENSEN & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LISA BISSETT2023-10-13 LISA BISSETT2023-10-13
0022021-01-01DARRELL HEFLEY2022-09-26 DARRELL HEFLEY2022-09-26
0022020-01-01LISA BISSETT2021-10-13 LISA BISSETT2021-10-13
0022019-01-01LISA BISSETT2020-10-01 LISA BISSETT2020-10-01
0022018-01-01DARRELL HEFLEY2019-10-10 DARRELL HEFLEY2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JIM RUSHING JIM RUSHING2013-09-25
0022011-01-01JIM RUSHING JIM RUSHING2012-10-15
0022009-01-01DARRELL HEFLEY DARRELL HEFLEY2010-10-13

Plan Statistics for JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01165
Total number of active participants reported on line 7a of the Form 55002022-01-01131
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01166
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-01130
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01157
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-01133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01144
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01144
Number of participants with account balances2015-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01153
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01146
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01129
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : JORGENSEN & SONS, INC. 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-358,035
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$994,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$929,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$378,993
Value of total assets at end of year2022-12-31$4,168,559
Value of total assets at beginning of year2022-12-31$5,520,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,452
Total interest from all sources2022-12-31$4,080
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$378,448
Participant contributions at end of year2022-12-31$74,311
Participant contributions at beginning of year2022-12-31$92,684
Participant contributions at beginning of year2022-12-31$146
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,352,280
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,168,559
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,520,839
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$64,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,724,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,639,882
Interest on participant loans2022-12-31$4,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$369,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$788,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-741,108
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$545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$929,793
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 name2022-12-31KCOE ISOM LLP
Accountancy firm EIN2022-12-31942222122
2021 : JORGENSEN & SONS, INC. 401(K) RETIREMENT 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$24
Total income from all sources (including contributions)2021-12-31$997,264
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$688,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$615,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$399,325
Value of total assets at end of year2021-12-31$5,520,839
Value of total assets at beginning of year2021-12-31$5,212,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,110
Total interest from all sources2021-12-31$3,597
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$352,283
Participant contributions at end of year2021-12-31$92,684
Participant contributions at beginning of year2021-12-31$66,038
Participant contributions at end of year2021-12-31$146
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$47,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$24
Other income not declared elsewhere2021-12-31$24
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$308,440
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,520,839
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,212,399
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$71,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,639,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,206,192
Interest on participant loans2021-12-31$3,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$788,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$940,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$594,318
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$615,714
Contract administrator fees2021-12-31$1,250
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 name2021-12-31KCOE ISOM LLP
Accountancy firm EIN2021-12-31480567703
2020 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$986,903
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$94,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$53,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$316,590
Value of total assets at end of year2020-12-31$5,212,423
Value of total assets at beginning of year2020-12-31$4,320,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,519
Total interest from all sources2020-12-31$4,793
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$316,219
Participant contributions at end of year2020-12-31$66,038
Participant contributions at beginning of year2020-12-31$101,484
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$24
Other income not declared elsewhere2020-12-31$-105
Administrative expenses (other) incurred2020-12-31$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$892,008
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,212,399
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,320,391
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
Investment advisory and management fees2020-12-31$41,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,206,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,864,602
Interest on participant loans2020-12-31$4,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$940,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$354,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$665,625
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$237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$53,376
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 name2020-12-31KCOE ISOM LLP
Accountancy firm EIN2020-12-31480567703
2019 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,031,516
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$466,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$407,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$326,980
Value of total assets at end of year2019-12-31$4,320,391
Value of total assets at beginning of year2019-12-31$3,755,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,849
Total interest from all sources2019-12-31$5,757
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$291,482
Participant contributions at end of year2019-12-31$101,484
Participant contributions at beginning of year2019-12-31$100,817
Participant contributions at beginning of year2019-12-31$10,963
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$105
Other income not declared elsewhere2019-12-31$3
Administrative expenses (other) incurred2019-12-31$58,849
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$564,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,320,391
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,755,686
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 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$3,864,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,317,294
Interest on participant loans2019-12-31$5,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$354,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$326,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$698,776
Net investment gain or loss from common/collective trusts2019-12-31$0
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$407,962
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KCOE ISOM LLP
Accountancy firm EIN2019-12-31480567703
2018 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$127,460
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$804,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$743,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$342,021
Value of total assets at end of year2018-12-31$3,755,686
Value of total assets at beginning of year2018-12-31$4,432,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,543
Total interest from all sources2018-12-31$5,464
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
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 period2018-12-31No
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$311,505
Participant contributions at end of year2018-12-31$100,817
Participant contributions at beginning of year2018-12-31$145,009
Participant contributions at end of year2018-12-31$10,963
Participant contributions at beginning of year2018-12-31$8,456
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,377
Administrative expenses (other) incurred2018-12-31$61,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-677,165
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,755,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,432,851
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$3,317,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,223,367
Interest on participant loans2018-12-31$5,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$326,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$53,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-220,025
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$743,082
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 name2018-12-31KCOE ISOM LLP
Accountancy firm EIN2018-12-31480567703
2017 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$980,153
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$264,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$207,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$413,371
Value of total assets at end of year2017-12-31$4,432,851
Value of total assets at beginning of year2017-12-31$3,717,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,610
Total interest from all sources2017-12-31$6,210
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,133
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$275,458
Participant contributions at end of year2017-12-31$145,009
Participant contributions at beginning of year2017-12-31$105,311
Participant contributions at end of year2017-12-31$8,456
Participant contributions at beginning of year2017-12-31$11,020
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$137,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,832
Administrative expenses (other) incurred2017-12-31$57,610
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$715,444
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,432,851
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,717,407
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$4,223,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,544,244
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$6,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$53,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$55,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$478,439
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$207,099
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 name2017-12-31NOELL, AGNEW, MORSE, LLP
Accountancy firm EIN2017-12-31942913900
2016 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$495,488
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$113,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$63,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$318,389
Value of total assets at end of year2016-12-31$3,717,407
Value of total assets at beginning of year2016-12-31$3,335,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,639
Total interest from all sources2016-12-31$5,668
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$171,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$171,431
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$268,771
Participant contributions at end of year2016-12-31$105,311
Participant contributions at beginning of year2016-12-31$135,840
Participant contributions at end of year2016-12-31$11,020
Participant contributions at beginning of year2016-12-31$17,624
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$382,022
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,717,407
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,335,385
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
Investment advisory and management fees2016-12-31$49,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,544,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,177,148
Value of interest in pooled separate accounts at end of year2016-12-31$0
Interest on participant loans2016-12-31$5,581
Interest earned on other investments2016-12-31$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$55,000
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$63,827
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 name2016-12-31NOELL, AGNEW, MORSE, LLP
Accountancy firm EIN2016-12-31942913900
2015 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66
Total income from all sources (including contributions)2015-12-31$224,542
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$175,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$175,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$287,031
Value of total assets at end of year2015-12-31$3,335,385
Value of total assets at beginning of year2015-12-31$3,286,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$5,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-68,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-68,266
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$225,989
Participant contributions at end of year2015-12-31$135,840
Participant contributions at beginning of year2015-12-31$106,389
Participant contributions at end of year2015-12-31$17,624
Participant contributions at beginning of year2015-12-31$3,246
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$61,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$66
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$48,918
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,335,385
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,286,467
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$3,177,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,176,898
Interest on participant loans2015-12-31$5,777
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$175,624
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 name2015-12-31NOELL, AGNEW, MORSE, LLP
Accountancy firm EIN2015-12-31942913900
2014 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,635
Total income from all sources (including contributions)2014-12-31$416,343
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$212,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$161,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$266,576
Value of total assets at end of year2014-12-31$3,286,533
Value of total assets at beginning of year2014-12-31$3,106,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,719
Total interest from all sources2014-12-31$2,620
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$147,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$147,147
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$245,268
Participant contributions at end of year2014-12-31$106,389
Participant contributions at beginning of year2014-12-31$46,684
Participant contributions at end of year2014-12-31$3,246
Participant contributions at beginning of year2014-12-31$4,138
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$24,635
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$204,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,286,467
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,082,268
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
Investment advisory and management fees2014-12-31$50,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,176,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,056,081
Interest on participant loans2014-12-31$2,620
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$161,425
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 name2014-12-31NOELL, AGNEW, MORSE, LLP
Accountancy firm EIN2014-12-31942913900
2013 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$266
Total income from all sources (including contributions)2013-12-31$725,716
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$171,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$124,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$321,538
Value of total assets at end of year2013-12-31$3,106,903
Value of total assets at beginning of year2013-12-31$2,528,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,766
Total interest from all sources2013-12-31$2,321
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$401,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$401,857
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$248,696
Participant contributions at end of year2013-12-31$46,684
Participant contributions at beginning of year2013-12-31$88,659
Participant contributions at end of year2013-12-31$4,138
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$24,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$266
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$554,332
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,082,268
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,527,936
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
Investment advisory and management fees2013-12-31$46,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,056,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,439,543
Interest on participant loans2013-12-31$2,321
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$124,618
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 name2013-12-31NOELL, AGNEW, MORSE, LLP
Accountancy firm EIN2013-12-31942913900
2012 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$499,760
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$103,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$103,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$273,022
Value of total assets at end of year2012-12-31$2,528,202
Value of total assets at beginning of year2012-12-31$2,131,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$4,944
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$221,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$221,794
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,664
Participant contributions at end of year2012-12-31$88,659
Participant contributions at beginning of year2012-12-31$76,313
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,598
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,358
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$266
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$396,236
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,527,936
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,131,700
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$2,439,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,837,676
Interest on participant loans2012-12-31$4,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$215,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$215,113
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,506
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 name2012-12-31NOELL, AGNEW & MORSE, LLP
Accountancy firm EIN2012-12-31942913900
2011 : JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$74,376
Total of all expenses incurred2011-12-31$97,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$68,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$190,274
Value of total assets at end of year2011-12-31$2,131,700
Value of total assets at beginning of year2011-12-31$2,154,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,340
Total interest from all sources2011-12-31$3,285
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$-119,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$-119,183
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$180,894
Participant contributions at end of year2011-12-31$76,313
Participant contributions at beginning of year2011-12-31$39,837
Participant contributions at end of year2011-12-31$2,598
Participant contributions at beginning of year2011-12-31$1,947
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-23,016
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,131,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,154,716
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
Investment advisory and management fees2011-12-31$29,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,837,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,779,086
Interest on participant loans2011-12-31$3,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$215,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$333,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$333,846
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$68,052
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 name2011-12-31NOELL, AGNEW & MORSE, LLP
Accountancy firm EIN2011-12-31942913900
2010 : JORGENSEN & SONS, INC. 401(K) RETIREMENT 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$428,146
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$225,808
Value of total assets at end of year2010-12-31$2,154,716
Value of total assets at beginning of year2010-12-31$1,806,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,219
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$201,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$176,766
Participant contributions at end of year2010-12-31$39,837
Participant contributions at beginning of year2010-12-31$53,656
Participant contributions at end of year2010-12-31$1,947
Participant contributions at beginning of year2010-12-31$2,730
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$49,042
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$348,259
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,154,716
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,806,457
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$1,779,086
Interest on participant loans2010-12-31$1,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$333,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$302,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$302,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$86
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
Income. Dividends from common stock2010-12-31$201,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,887
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,447,711
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 name2010-12-31NOELL, AGNEW & MORSE, LLP
Accountancy firm EIN2010-12-31942913900
2009 : JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN

2022: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JORGENSEN & SONS, INC. 401(K) RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80044
Policy instance 1
Insurance contract or identification number606-80044
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80044
Policy instance 1
Insurance contract or identification number606-80044
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80044
Policy instance 1
Insurance contract or identification number606-80044
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80044
Policy instance 1
Insurance contract or identification number606-80044
Number of Individuals Covered114
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,331
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,331
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80044
Policy instance 1
Insurance contract or identification number606-80044
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $850
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $850
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number606-80044
Policy instance 1
Insurance contract or identification number606-80044
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $270
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SVCS

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